#Laogao E-commerce Newsletter# [E-commerce Morning News on December 28]

Morning Information

1. The "official discount" of Tmall New Year's goods festival is here: the first time that the full discount of cross-stores is cancelled;

2. JD.com announced that investment policies will be announced next year, and emerging brands and trendy brands will become the focus of investment promotion;

3. Li Ziqi may continue to cooperate with Weinian;

4. Shentong Express plans to repurchase shares for RMB 45 million to RMB 55 million;

5. Adidas Yeezy's backlog of inventory exceeds US$500 million...

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1. Li Ziqi may continue to cooperate with Weinian

On December 28, according to "Chinese Entrepreneurs" learned from insiders that Li Ziqi and Weinian have reached an agreement on some conditions, and the two sides will continue to cooperate in the future. However, how to cooperate and how to divide business needs to be disclosed later. (Chinese Entrepreneur Magazine)

2. Signing strategic cooperation for JD Home Appliances, JD Home and Cleaning Technology

On December 28, the strategic cooperation launch meeting between JD Home Appliances x JD Home and Installation Technology was recently held in the Installation and Storage Headquarters Building. Chen Haibo, general manager of the channel development department of the Home Appliances Department of JD Retail Group, Li Yanchuan, general manager of the omni-channel business department of JD Retail Group's home business department, and Wang Jing, chairman of Zhengku Technology, signed the contract on behalf of the three parties. On the same day, the three parties announced that they would reach strategic cooperation in the field of "from house to home". In the future, they will integrate their respective advantageous resources, connect the three major industries of real estate, home furnishings and home appliances, and build a new industrial ecological chain of "from house to home". (JD Home)

3. The "official reduction" of Tmall New Year's goods festival is here: the first time that the full reduction of cross-stores is cancelled

On December 27, the preheating of Tmall New Year’s Goods Festival was officially launched. It is reported that this New Year’s goods festival canceled the “cross-store full discount” for the first time. All active products adopt the “official immediate reduction” price reduction method. Orders are discounted, and there is no threshold for full reduction.

Since the beginning of this year, Taobao and Tmall have taken multiple measures to make purchasing "simple". On Double 11 this year, Tmall also canceled services such as pre-sale deposit inflation, online shopping cart multi-address ordering, and striving to move closer to user experience. (ZAKER)

4. JD Store announces investment policies for next year's new brands and trendy brands will become the focus of investment promotion

According to December 27, JD.com recently announced its investment policy for 2023. According to the announcement, both individual business owners and natural persons can open stores in JD.com stores. At the same time, the same business and natural person can open up to 3 stores.

In terms of charges, merchants can enter JD store "0 yuan", that is, in 2023, all categories of JD store do not charge platform usage fees; in terms of transaction service fees and technical service fees, the official uniformly charges transaction service fees at a rate of 0.6%, and technical service fees of 60% of categories are as low as 0%; the deposit for some categories is as low as 200 yuan.

In terms of trial operation, for newly settled JD store merchants, about 90% of the 42 first-level categories can participate in the "0 yuan trial operation". Merchants do not charge a deposit for entering, and they can pay it after the official operation.

The key investment directions this time include original brands, new brands, designer brands and trendy brands, covering trendy fashion products, handicrafts and other high-quality specialty products.

According to data, in January this year, in order to further enhance the richness of products, JD launched the "JD Store" model, focusing on investment promotion for individual business owners selling trendy and fashionable products, handicrafts, custom products and other high-quality and special products. Financial report data shows that in the first quarter of this year, the number of new JD stores increased by 5 to 6 times month-on-month. (Yilan Commercial)

Internet news

5. Wang Hao, vice president of B station, has resigned and joined Zhilian Recruitment as CTO

Among the guests of the upcoming "2022 Digital Development Summit" to be held on December 28, Wang Hao was also listed as the CTO of Zhilian Recruitment. In addition, Wang Haomaimai’s personal account updated his certification experience on Bilibili and his new position information on November 21. This time, after resigning from B station, Wang Hao joined Zhilian Recruitment as CTO. According to sources, Wang Hao will continue his technical management advantages and work experience and promote Zhilian Recruitment's innovation in the technical field. (Tech Planet)

6. Shentong Express plans to repurchase shares for RMB 45 million to RMB 55 million

According to December 27, Shentong Express also issued an announcement today stating that the company plans to use its own funds to repurchase the company's shares through centralized bidding. The total amount of repurchase funds shall not be less than 45 million yuan and shall not exceed 55 million yuan, and the repurchase price shall not exceed 15 yuan per share (including the original number). It is expected that the number of repurchasable shares can be 3 million shares - 3.6666 million shares, accounting for approximately 0.20% - 0.24% of the company's current total share capital. This time, the company plans to use its own funds to repurchase some shares for equity incentive plans or employee stock ownership plans. (Shentong Express official)

7. Jiangxi Province achieved a total retail sales of consumer goods of 1145.08 billion yuan in the first 11 months

According to reports on December 27, Jiangxi Province achieved a total retail sales of consumer goods of 1145.08 billion yuan from January to November, an increase of 5.5%, ranking first in the country for nine consecutive months. From January to November, Jiangxi Province achieved commodity sales through public networks of 49.44 billion yuan, a year-on-year increase of 34.7%. At the same time, offline physical retail continues to improve. The business of retail supermarkets in Jiangxi Province is stable and orderly, the supply of people's livelihood goods is sufficient, and the consumption of basic living goods has maintained rapid growth, which has a significant driving effect. From January to November, the retail sales of grain, oil, food, beverage, tobacco and alcohol products above the limit increased by 26.4%, 34.9% and 23.8% respectively, driving the growth rate of retail sales of consumer goods above the limit by 5.0 percentage points. (Dajiang.com)

8. Adidas Yeezy's backlog of inventory exceeds US$500 million

According to the news on December 27, the market value of Yeezy products owned by adidas has reached US$530 million. Data shows that this year alone, the Yeezy series of products has generated more than US$1.8 billion in revenue for adidas, accounting for about 7% of total revenue. Perhaps to relieve the pressure, adidas has decided to relaunch the Yeezy series of shoes next year to try to alleviate existing losses. (36Kr's future consumption)

Cross-border information

9. Amazon begins restricting the sale of fur products to California in 2023

Amazon's US website issued an announcement stating that from January 1, 2023, California will update new laws prohibiting the manufacturing, selling, trading or distribution of fur products in California. As a result, Amazon will restrict the sale of fur products to California starting next year, with a legal exemption that includes artificial fur and fur products that are specifically permitted by federal law. Amazon said it will contact the seller via email 30 days before January 1, 2023 if the seller ASIN is affected. (ENECNEWS)

10. Amazon trials Prime Air drone delivery in some parts of the United States

According to news on December 27, Amazon has recently started using Prime Air drones to deliver goods in Rockford, California and College Station in Texas. Amazon hopes to use feedback from the service to improve operations and ultimately promote the service nationwide. It is understood that to fly a delivery drone in the United States, the company must be approved by the Federal Aviation Administration, and the retail giant is one of only a few companies in the United States to receive a partially 135 certification. After the goods are boarded, customers can see items that meet the Prime Air offer on Amazon and receive the expected arrival time through the status tracker. (Zhitong Finance APP)